Virtus Stone Harbor Emerging Markets Income Fund
EDF
41 hedge funds and large institutions have $15M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 4 closing their positions.
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
66% more capital invested
Capital invested by funds: $9.04M → $15M (+$5.98M)
58% more funds holding
Funds holding: 26 → 41 (+15)
0.04% more ownership
Funds ownership: 11.97% → 12.01% (+0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.23M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.04M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$585K |
| 4 |
Morgan Stanley
New York
|
+$376K |
| 5 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$330K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSS
Two Sigma Securities
New York
|
-$122K |
| 2 |
LIA
Luken Investment Analytics
Brentwood,
Tennessee
|
-$44.2K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$15.6K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.2K |
| 5 |
LPL Financial
San Diego,
California
|
-$5.87K |
EDF Hedge Fund Activity: Q4 2023 in Review
41 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q4 2023, worth a combined $15M — up 66% from $9.04M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new EDF positions and 4 closed out — a net gain of 15 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $1.23M. The largest seller was Two Sigma Securities, exiting entirely with an estimated $122K sold.
- 41 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q4 2023, up from 26 in Q3 2023.
- Funds reported $15M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q4 2023, up 66% quarter-over-quarter.
- 19 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q4 2023 and 4 closed out, a net change of +15 holders.
- The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q4 2023 was Wolverine Asset Management, an estimated $1.23M added.
- The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q4 2023 was Two Sigma Securities, an estimated $122K sold.
Based on aggregated 13F filings for Q4 2023.